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$LRCX reports tomorrow after the close.
Consensus: $2.18 EPS on $8.13B–$8.14B revenue
Lam's own guide: $8.10B ± $400M and $2.15 ± $0.15 EPS
The watch: the December quarter guide, and whether it still sees 2026 chip equipment spending in the low $150 billions.
Stock closed $263.45, −20% since Oct 7 and −40% from its $438.50 June 30 high. $TXN $META $TSLA $IBM report the same night.

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